A respected entrepreneur with 25+ years of Experience, Amar Pandit is the Founder of several companies that are making a Happy difference in the lives of people. He is currently the Founder of Happyness Factory, a world-class online investment & goal-based financial planning platform through which he aims to help every Indian family save and invest wisely. He is very passionate about spreading financial literacy and is the author of 4 bestselling books (+ 2 more to release in 2020), 8 Sketch Books, Board Game and 700 + columns.
July 1, 2022 | 2 Minute Read
While the previous Nano “The BH Formula” focused on the formula for success, this Nano will simply give a Number for Success.
What do you think this number is? Can you take a few guesses?
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I think many of you might not have expected this answer or maybe you have if you have read “The HappyRich Advisor.”
The number is the number of NOES (Plural of NO).
Confused.
What I mean is “How many NOES are you collecting or getting when you are meeting with prospects?”
If this number is 0 or too low, it means you aren’t meeting enough prospects or doing enough new meetings.
If this number is high, it also means that you are getting some Yeses. For several NOES, you are likely to get some YESES (Plural of Yes). The path to prospects saying Yes goes through NOES.
And this my friend is the Secret.
Which one do you think is the longest film you have seen till date?
Titanic instantly comes to my mind. Let me know if you think of any others.
The point of this Nano was not to qu ....
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12 March, 2021 | 2 Minute Read
I came across this insightful image the other day. It’s so good that I had to share it and write a few thoughts about it.
This thought not only applies to us in our profession, ....
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5 July, 2024 | 2 Minute Read
New goals don’t deliver new results.
New habits do.
Better habits do.
Most advisors and MFDs set goals every year. Higher AUM. Better clients. More referrals. Improved work life ....
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30 January, 2026 | 3 Minute Read
A financial professional recently told me, “I’ve never been this busy.” Calls. Reports. Product updates. Market commentary. Chasing transactions. Fixing a KYC error.
27 June, 2025 | 3 Minute Read
I saw this amazing tweet the other day. It was so powerful that I first decided to leave it as is and not add my commentary. Then I gave in.
On the left, someone is selling flowers ....
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18 September, 2026 | 1 Minute Read
As you can see in the Sketch above, there are 4 Types of Technology that an IFA can implement. Most have focused on Technology for Operations, Client Servicing and Practice Managem ....
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21 August, 2020 | 3 Minute Read



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